Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.87B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,307
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.1M
3
+$14.1M
4
BND icon
Vanguard Total Bond Market
BND
+$14M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$13.7M

Top Sells

1
+$24.1M
2
+$10.1M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$9.87M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.43M

Sector Composition

1 Technology 5.51%
2 Financials 4.99%
3 Healthcare 3.94%
4 Industrials 3.71%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.9M 0.09%
133,211
-733
227
$7.89M 0.09%
287,550
-1,066
228
$7.8M 0.09%
124,075
+75,328
229
$7.79M 0.09%
48,442
+3,007
230
$7.76M 0.09%
35,923
+2,584
231
$7.72M 0.09%
278,900
-18,260
232
$7.64M 0.09%
266,177
+218
233
$7.55M 0.09%
152,442
+60,720
234
$7.5M 0.08%
150,012
+14,227
235
$7.48M 0.08%
109,087
-51,031
236
$7.48M 0.08%
86,117
+42,502
237
$7.47M 0.08%
88,429
+7,849
238
$7.39M 0.08%
182,997
+55,753
239
$7.35M 0.08%
52,939
+2,763
240
$7.31M 0.08%
164,021
+6,853
241
$7.3M 0.08%
115,767
-22,410
242
$7.28M 0.08%
223,352
+201,718
243
$7.27M 0.08%
119,868
+39,867
244
$7.13M 0.08%
419,758
+21,041
245
$7M 0.08%
83,215
-486
246
$6.97M 0.08%
134,306
-4,670
247
$6.94M 0.08%
203,287
-12,704
248
$6.83M 0.08%
199,842
-1,847
249
$6.8M 0.08%
126,918
+6,870
250
$6.76M 0.08%
226,581
+31,060
8 9
10
11 12